In order to track and analyze your finances and provide you an at-a-glance dashboard of your finances, your team needs access to your existing accounts. Follow the instructions below from Abacus to allow inDinero to download your account activity.
Log in as an administrator and navigate to the People page. In the upper right hand corner, click the Invite Team Members button.
Input the email below, check the Make Administrator box, and click Invite.
- Email Address
(e.g. if your company name is Evolve Enterprises, the email will be firstname.lastname@example.org)
Your inDinero service team will receive an email with an invitation to become an administrator. They will then have the ability to approve expenses, set preferences, create groups, and run reporting on team expenses.